Our very own Hanna Yang was a recent guest on Wealth Movement with Kris where we discussed “Your Legacy, Your Rules: Understanding Estate Planning” Enjoy this clip of their conversation, and catch the full episode here https://buff.ly/3TTqJiX -
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Founder | Keynote Speaker | Author | #1 Expert For - Asset Protection ⭐ Estate Planning ⭐Business Planning
Our very own Hanna Yang was a recent guest on Wealth Movement with Kris where we discussed “Your Legacy, Your Rules: Understanding Estate Planning” Enjoy this clip of their conversation, and catch the full episode here https://buff.ly/3TTqJiX -
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What essential questions does your Wealth Manager ask you? Do they *𝐫𝐞𝐚𝐥𝐥𝐲* understand where you are now and what you would like to accomplish? These may seem like easy questions, but they are the foundation we use at Monon Wealth Management to understand our clients and build trusting relationships. In our exciting interview with Joe Pohrer, he experienced these questions and more as he got to know Darrick Hutchens and his advisory team. Make sure you listen to our full episode here https://lnkd.in/ge_bCbhc
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I really like this idea from our interview with Bob Elliott of viewing a portfolio as a savings portfolio instead of an investment portfolio. Bob explains his goals with his personal portfolio. Full episode: https://lnkd.in/ed-tby-2
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View Real Estate as a Business Check out the full Episode! https://lnkd.in/gTmBrw3A #business #realestatebusiness #realestateinvesting ##hardmoneybankers
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Wondering what counts in your estate for planning? From real property to personal items & intangibles, get the lowdown. Tune in to this episode for all details. #EstateBasics #PlanningAhead #TheBestofJohnstonCounty Listen to the full episode by clicking here https://pbp.li/tbjc018.
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Wondering what counts in your estate for planning? From real property to personal items & intangibles, get the lowdown. Tune in to this episode for all details. #EstateBasics #PlanningAhead #TheBestofJohnstonCounty Listen to the full episode by clicking here https://pbp.li/tbjc018.
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You've filed the dispute, but what comes next? Jer'Leigh and Casey break down the process, share their expert tips, and provide invaluable insights to help you navigate this critical stage. Whether you're a first-time homeowner or a seasoned real estate investor, this newest video is packed with actionable advice to ensure you're fully prepared for what's ahead. Full episode: https://lnkd.in/gN3nnUTe
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🎙️ Dive into personal stories and powerful strategies in today's episode! Our guest, Dr. Sohaib Shahid, emphasizes the importance of fluidity in investments and the significance of keeping the financial cycles turning. He highlights the value of diversification, advising, 'Don't put all your eggs in one basket.' Louise Heatley echoes this sentiment, emphasizing the tendency to stick with comfortable investments rather than the most optimal ones. Tune in today to gain valuable insights from Dr. Shahid's experiences and expertise. Let's maximize our property portfolios together! https://lnkd.in/d33CCGjW #PropertyTalk #InvestmentStrategies #Diversification
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You've filed the dispute, but what comes next? Jer'Leigh and Casey break down the process, share their expert tips, and provide invaluable insights to help you navigate this critical stage. Whether you're a first-time homeowner or a seasoned real estate investor, this newest video is packed with actionable advice to ensure you're fully prepared for what's ahead. Full episode: https://lnkd.in/g4zYBQyY
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